Jun 2026 (Q2 FY26) — Aug 11, 2026
Codexis Q2 FY26 — EcoSynthesis Platform Advances & Biocatalysis Business Returns to Growth
Read the full callCodexis (CDXS) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Codexis earnings: last reported Tue, 11 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 14.9 | −2.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -75.3 | +8.6 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -12.0 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$1.32 +6.45% · +$0.08
Performance −50.2% 1Y
1Y: $2.65 on 17 Oct 2025 → $1.32. High $2.85 (8 May 2026), low $0.98 (3 Mar 2026).
- Previous close
- $1.24
- 52-week range
- $0.98 – $2.85
- One year
- −51.82%
Overview
- Symbol
- CDXS
- Sector
- Health Care
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Codexis earnings calls (CDXS)
Financials
What the filings say
Net profit, year on year: +10% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 13 | 21 | 8 | 15 | 9 | 39 | 15 | 15 |
| Expenses | 29 | 29 | 28 | 28 | 28 | 28 | 23 | 26 |
| Operating profit | -17 | -7 | -20 | -13 | -19 | 11 | -8 | -11 |
| Operating margin | −129.0% | −34.2% | −271.6% | −83.9% | −220.3% | 27.1% | −52.8% | −75.3% |
| Profit before tax | -21 | -10 | -21 | -13 | -20 | 10 | -9 | -12 |
| Tax rate | −0.1% | −0.0% | −0.1% | −0.1% | −0.0% | 0.2% | −0.4% | −0.1% |
| Net profit | -21 | -10 | -21 | -13 | -20 | 10 | -9 | -12 |
| EPS ($ per share) | -0.29 | — | -0.25 | -0.16 | -0.22 | — | -0.10 | -0.13 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -330 | -342 | -366 | -388 | -421 | -498 | -563 | -607 |
| Total liabilities | 23 | 44 | 52 | 82 | 106 | 50 | 82 | 97 |
| Fixed assets | 5 | 6 | 10 | 21 | 23 | 15 | 14 | 13 |
| Investments | — | — | — | — | — | 0 | 54 | 27 |
| Total assets | 79 | 149 | 222 | 246 | 250 | 137 | 149 | 148 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -14 | -13 | -16 | -14 | 11 | -53 | -49 | -19 |
| Cash from investing | -3 | -4 | -6 | -21 | -14 | -5 | -57 | 24 |
| Cash from financing | 39 | 54 | 81 | 4 | -1 | 8 | 61 | 28 |
| Net cash flow | 22 | 38 | 59 | -32 | -3 | -49 | -46 | 32 |
| Capital expenditure | -3 | -4 | -4 | -14 | -8 | -4 | -4 | -4 |
| Free cash flow | -17 | -16 | -20 | -28 | 3 | -57 | -54 | -24 |
Insider filings
27 filings between Nov 7, 2025 and Oct 12, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$4.91M
25 sales by 6 insiders
Compensation
not trading decisions- 2
- Award — granted as compensation
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Opaleye Management Inc. | — | $4.85M | Dec 1, 2025 |
| Lutz Stefan | — | $17.8K | Feb 24, 2026 |
| WOLF DENNIS P | — | $14.0K | Nov 21, 2025 |
| Erbez Georgia | — | $13.6K | Oct 12, 2026 |
| MOORE ALISON | — | $13.6K | Oct 12, 2026 |
| De Vre Raymond | — | $8.6K | Jun 11, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 12, 2026 | MOORE ALISON President and CEO | Sale | 6,335 | $8.6K |
| Oct 12, 2026 | Erbez Georgia See Remarks | Sale | 6,335 | $8.6K |
| Jun 11, 2026 | De Vre Raymond Director | Sale | 2,605 | $6.2K |
| Feb 24, 2026 | Lutz Stefan Chief Scientific Officer | Sale | 5,862 | $6.6K |
| Feb 6, 2026 | MOORE ALISON President and CEO | Sale | 3,826 | $5.0K |
| Feb 6, 2026 | Erbez Georgia See Remarks | Sale | 3,826 | $5.0K |
| Feb 6, 2026 | Lutz Stefan Chief Scientific Officer | Sale | 2,492 | $3.3K |
| Jan 7, 2026 | Lutz Stefan CSO | Sale | 4,685 | $7.9K |
| Dec 1, 2025 | Opaleye Management Inc. 10% owner | Sale | 245,000 | $408.5K |
| Dec 1, 2025 | Opaleye Management Inc. 10% owner | Sale | 8,533 | $14.2K |
| Nov 28, 2025 | Opaleye Management Inc. 10% owner | Sale | 105,000 | $183.8K |
| Nov 28, 2025 | Opaleye Management Inc. 10% owner | Sale | 2,490 | $4.4K |
| Nov 26, 2025 | Opaleye Management Inc. 10% owner | Sale | 148,318 | $258.3K |
| Nov 26, 2025 | Opaleye Management Inc. 10% owner | Sale | 5,000 | $8.7K |
| Nov 21, 2025 | WOLF DENNIS P Director | Sale | 8,952 | $14.0K |
| Nov 13, 2025 | MOORE ALISON President and CEO | Award | 85,000 | $0 |
| Nov 12, 2025 | Opaleye Management Inc. 10% owner | Sale | 27,459 | $53.2K |
| Nov 12, 2025 | Opaleye Management Inc. 10% owner | Sale | 165,000 | $323.7K |
| Nov 12, 2025 | Opaleye Management Inc. 10% owner | Sale | 890,000 | $1.72M |
| Nov 11, 2025 | Opaleye Management Inc. 10% owner | Sale | 535,000 | $962.7K |
| Nov 11, 2025 | Opaleye Management Inc. 10% owner | Sale | 13,211 | $23.8K |
| Nov 11, 2025 | De Vre Raymond Director | Sale | 1,413 | $2.5K |
| Nov 11, 2025 | DILLY STEPHEN GEORGE Director | Award | 50,000 | $92.4K |
| Nov 10, 2025 | Opaleye Management Inc. 10% owner | Sale | 3,318 | $5.8K |
| Nov 10, 2025 | Opaleye Management Inc. 10% owner | Sale | 205,000 | $355.6K |
| Nov 7, 2025 | Opaleye Management Inc. 10% owner | Sale | 296,682 | $503.4K |
| Nov 7, 2025 | Opaleye Management Inc. 10% owner | Sale | 10,000 | $17.0K |
| Oct 13, 2025 | Erbez Georgia Chief Financial Officer | Sale | 6,239 | $15.6K |
| Oct 13, 2025 | MOORE ALISON Chief Technical Officer | Sale | 6,239 | $15.6K |
| Aug 4, 2025 | Opaleye Management Inc. 10% owner | Purchase | 780 | $2.2K |
| Jul 31, 2025 | Opaleye Management Inc. 10% owner | Purchase | 84,220 | $225.7K |
| Jul 30, 2025 | Opaleye Management Inc. 10% owner | Purchase | 1,578 | $4.4K |
| Jul 29, 2025 | Opaleye Management Inc. 10% owner | Purchase | 8,422 | $23.8K |
| Jul 18, 2025 | Opaleye Management Inc. 10% owner | Purchase | 100,000 | $282.0K |
| Jun 27, 2025 | Opaleye Management Inc. 10% owner | Purchase | 100,000 | $239.0K |
| Jun 16, 2025 | Opaleye Management Inc. 10% owner | Purchase | 50,898 | $114.0K |
| Jun 13, 2025 | Opaleye Management Inc. 10% owner | Purchase | 99,102 | $221.0K |
| Jun 12, 2025 | Opaleye Management Inc. 10% owner | Purchase | 100,000 | $225.0K |
| Jun 10, 2025 | Martinborough Esther Director | Award | 40,983 | $0 |
| Jun 10, 2025 | PARKER H STEWART Director | Award | 40,983 | $0 |
| Jun 10, 2025 | Richards Christos Director | Award | 40,983 | $0 |
| Jun 10, 2025 | Singhvi Rahul Director | Award | 40,983 | $0 |
| Jun 10, 2025 | Smith David V Director | Award | 40,983 | $0 |
| Jun 10, 2025 | WOLF DENNIS P Director | Award | 40,983 | $0 |
| Jun 10, 2025 | De Vre Raymond Director | Award | 40,983 | $0 |
| Jun 10, 2025 | Collins Cynthia Director | Award | 40,983 | $0 |
| May 28, 2025 | Opaleye Management Inc. 10% owner | Purchase | 5,000 | $11.8K |
| May 23, 2025 | Opaleye Management Inc. 10% owner | Purchase | 2,320,000 | $5.48M |
| May 1, 2025 | Opaleye Management Inc. 10% owner | Purchase | 20,000 | $46.4K |
| Apr 30, 2025 | Opaleye Management Inc. 10% owner | Purchase | 25,000 | $57.7K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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